House of Chimera macroeconomics articles on inflation, interest rates, central banks, and energy, and what they mean for crypto markets.
US headline CPI is 3.4%, core 2.4%. Nearly all of the gap is energy. Three of four major central banks are tightening anyway, and the same shock is cushioning Spain while squeezing Germany.
The Fed's 9-3 hold, Brent's July round-trip, and KOSPI's record drawdown: why concentration risk, not AI sentiment, drove Korea's crash.
Bitcoin isn't hedging inflation in 2026; it's a high-beta risk asset tied to U.S. real yields, a hawkish Fed, and yen carry-trade positioning. Here's how energy shocks and a BOJ hike could accelerate a crypto sell-off.
Explore how the 2026 Middle East crisis, Strait of Hormuz disruptions, rising oil prices, and sanctions risks are reshaping global markets, inflation, and crypto.
How the Strait of Hormuz crisis, energy shocks, crypto tolls, and de-dollarization signals are reshaping global markets and trade settlement.
The U.S. economy is a pressure cooker. Explore the Great Disconnect: Gen Z's 10.4% unemployment, $1T in phantom BNPL debt, and the coming "suddenly" phase.
